James Investment Research Inc Berkshire Hathaway Inc Class B Transaction History

James Investment Research Inc

$829 Million
Q1 2024

A detailed history of James Investment Research Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, James Investment Research Inc holds 11,988 shares of BRK-B stock, worth $4.88 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

11,988

Previous 10,671 12.34%

Holding current value

$4.88 Million

Previous $3.81 Million 32.48%

% of portfolio

0.61%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$359.29 - $420.52 $473,184 - $553,824	1,317 Added 12.34%	11,988 $5.04 Million
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $195,377 - $213,618	-589 Reduced 5.23%	10,671 $3.81 Million
Q3 2023 Oct 31, 2023	BUY	$340.9 - $370.48 $209,994 - $228,215	616 Added 5.79%	11,260 $3.94 Million
Q2 2023 Aug 07, 2023	BUY	$309.07 - $341.0 $503,165 - $555,148	1,628 Added 18.06%	10,644 $3.63 Million
Q1 2023 Apr 25, 2023	BUY	$293.51 - $320.37 $239,504 - $261,421	816 Added 9.95%	9,016 $2.78 Million

Q4 2022 Jan 30, 2023	SELL	$264.0 - $318.6 $88,440 - $106,731	-335 Reduced 3.93%	8,200 $2.53 Million
Q3 2022 Oct 31, 2022	BUY	$264.32 - $306.65 $2.26 Million - $2.62 Million	8,535 New	8,535 $2.28 Million
Q2 2021 Jul 26, 2021	SELL	$258.2 - $292.52 $10,328 - $11,700	-40 Closed	0 $0
Q1 2019 Apr 26, 2019	BUY	$191.66 - $209.19 $7,666 - $8,367	40 New	40 $8,000
Q3 2018 Oct 26, 2018	SELL	$186.02 - $221.68 $18,602 - $22,168	-100 Closed	0 $0
Q1 2018 Apr 12, 2018	SELL	$191.42 - $217.25 $239,274 - $271,562	-1,250 Reduced 92.59%	100 $20,000
Q4 2017 Jan 23, 2018	SELL	$181.06 - $199.56 $90,530 - $99,780	-500 Reduced 27.03%	1,350 $268,000
Q3 2017 Oct 13, 2017	BUY	$173.99 - $183.82 $321,881 - $340,067	1,850	1,850 $339,000

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $529B

More about BRK-B

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James Investment Research Inc Berkshire Hathaway Inc Class B Transaction History